Pretraining compute share to drop from 67% to 7% as RL and inference take over, says SemiAnalysis
FinanceYF5 · x · 2026-09-17
SemiAnalysis estimates OpenAI and Anthropic's compute mix is flipping: pretraining's share of compute will fall from 67% to 7%, while post-training/RL jumps from 5% to 55% and inference reaches 38%. The next hardware battleground isn't raw compute but memory bandwidth.
Related event: Pretraining compute share to plummet from 67% to 7%: SemiAnalysis(2 posts)→
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